Reuters ·

China's top memory maker YMTC plans to source up to 70% of equipment for its fourth chip factory locally, up from just over 50% for its third factory

China's largest flash memory chipmaker, Yangtze Memory Technologies Co (YMTC), plans to source as much as 70% of the equipment …

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China's top memory maker YMTC plans to source up to 70% of equipment for its fourth chip factory locally, up from just over 50% for its third factory

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Reuters — China's top memory maker YMTC plans to source up to 70% of equipment for its fourth chip factory locally, up from just over 50% for its third factory ↗

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Reuters: Samsung and SK Hynix are upgrading their China fabs to produce NAND flash chips with 200+ layers, aiming to fend off fast-growing Chinese rival YMTC

The Information: CXMT has begun producing HBM3E memory chips in small quantities and plans to expand production in 2027, a major advance for China's chip industry

Financial Times: YMTC, which seeks to raise $5B in an IPO, told investors in IPO prep meetings that it aims to become the largest NAND flash supplier by the end of 2027

South China Morning Post: Center for Technology & Statecraft: Chinese fabs had acquired ~343 DUVi tools by early 2026, with ~270 from ASML; DUVi can be adapted to make 7nm chips and HBM

Reuters: Filings: The Shanghai Stock Exchange accepted China-based chipmaker YMTC's application to list its shares on the STAR Market; YMTC seeks to raise ~$4.9B

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